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    Our Firm

    At CFG Trusted Advisors, Inc., our mission is building wealth that lasts. We believe everyone has the opportunity for a bigger future and a better life, and we help our clients achieve that by implementing proven strategies and focusing on significant life goals.

    What sets CFG apart from other financial services firms is what we call The Relationship Advantage — taking the time to truly get to know our clients and their desires rather than offering cookie cutter formulas for reaching generic financial goals.

    Since 1996, our primary objectives remain the same. We help our clients:

    Our unique use of financial modeling simulates clients’ financial futures in an easy-to-understand format. Serving families and individuals from Manhattan to Kansas City along Interstate 70, we proudly offer the following services: investment strategies, retirement income strategies, wealth accumulation, asset protection, annuities, life insurance, tax minimization strategies, long-term care, IRA and 401(k) rollovers, estate planning and IRA legacy planning.

    Meet Jeff Vogel

    President & Founder

    Jeff Vogel, president and founder of CFG, found his calling to become a financial advisor in 1986. He was 29 and working in advertising. It was a good job, but Jeff never truly felt attached to his work, feeling it lacked purpose. Some of Jeff’s clients at the advertising agency were financial advisors, and Jeff became deeply invested in understanding their approach to helping others. Once one of those advisors asked him to join his practice, Jeff never looked back.

    Jeff received his Bachelor of Science degree in business administration from Fort Hays State University. He is an Investment Advisor Representative, Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC) and Retirement Income Certified Professional (RICP). Jeff is also a member of the National Association of Insurance and Financial Advisors (NAIFA) and the Society of Financial Services Professionals (FSP).

    Outside the office, the Association of Fundraising Professionals Topeka Chapter has recognized Jeff with the Outstanding Volunteer Philanthropist award for his work in the Topeka community. He remains active at Fellowship Bible Church, and he serves on the YoungLife Topeka Board of Directors.

    Living in Topeka, Jeff enjoys traveling, playing golf, gardening and entertaining in his home. He is married to his high school sweetheart, Sheryl, and together they have three sons: Adrian, a rancher and horse trainer in the Flint Hills of Kansas, who is married to Abbey and has three children; Andrew, a YoungLife area director in Topeka, who is married to Angeline and has three children; and Jon, a financial advisor at CFG, Inc., who is married to Brittney and has two children.

    Meet Jon Vogel

    Registered Investment Advisor and Insurance Professional

    Jon Vogel, an Investment Advisor Representative of CFG Trusted Advisors, Inc. and insurance professional of CFG Inc., joined his dad at CFG Trusted Advisors in 2013. He previously interned with CFG as a financial technician in college, where he learned many of the foundational principles of wealth creation. Jon is dedicated to applying his knowledge of economics to personal wealth management and making a lasting impact in the lives of his clients.

     

     

     

    Meet Steve Gwin

    Investment Advisor Representative

    Steve Gwin, an Investment Advisor Representative of CFG Trusted Advisors, Inc. and insurance professional of CFG Inc., earned his undergraduate and master’s degrees from Kansas State University (Go Wildcats!) and went to work in the financial services industry in 1987. He joined Jeff’s team in 1996 with the desire to help people live the best lives they can now and into retirement.

    After living in the Topeka area for over 25 years, Steve and his wife, Judy (his bride of over 40 years), relocated to Sioux Falls, South Dakota, in 2013 to be near their children, and opened a branch office of CFG, Inc. Steve still spends at least one week every month in Kansas. He is a Retirement Income Certified Professional (RICP), a member of the National Association of Insurance and Financial Advisors, and a past President of the Topeka Association of Insurance and Financial Advisors.

    Steve and Judy enjoy spending as much time as possible with their children and grandchildren: Stephani and her husband, Phil (pastor of The Ransom Church), and their three children; and Jared (manager at Midland National) and his wife, Becca, and their three children. They also love to travel and volunteer at The Ransom Church in Sioux Falls.

    To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at cfg@cfgks.com or call us at 785.228.1234 today!

    We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

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  • Who We Are
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    Our team is here to help ensure you receive all the assistance you need, not only in developing your retirement income strategy, but in maintaining it throughout your retirement.
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    We specialize in Retirement Income Strategies, Investment Advisory Services, Annuities, Life Insurance, Asset Protection, Tax Minimization Strategies and Long-Term Care.
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    It is important to feel you have control over your future. We offer our experience and knowledge to help you design your own strategy for financial independence.
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    Investment advisory services offered through CFG Trusted Advisors, Inc.
    A Kansas Registered Investment Adviser. Insurance and Annuities offered through CFG, Inc.

    It is important to note that investments in securities (e.g., mutual funds, exchange-traded funds, common stocks) involve risk and will not always be profitable. CFG Trusted Advisors, Inc. does not guarantee that the results of its advice, recommendations, or the objectives of your portfolio will be achieved, and does not guarantee that negative returns can or will be avoided in any of the portfolios recommended. An investment made in a security may differ substantially from its historical performance and as a result, you may incur a loss. Past performance is no guarantee of future results. Diversification does not eliminate the risk of experiencing investment losses.

    *Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.

    The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.